GNSRX Mutual Fund

NAV$40.34

Returns Overview

1 Month
-3.10%
3 Months
+9.44%
6 Months
+17.40%
YTD
+21.54%
1 Year
+34.35%
3 Years (annualized)
+17.24%
5 Years (annualized)
+11.35%
10 Years (annualized)
+13.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GNSRX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+21.54%
Peer Avg (YTD)
+18.52%
vs Peers
+3.02%

GNSRX Mutual Fund Performance

GNSRX performance across multiple time periods: 1-month -3.10%, YTD 21.54%, 1-year 34.35%, 3-year 17.24%, 5-year 11.35%, 10-year 13.48%.

GNSRX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

GNSRX performance comparison shows side-by-side returns with another fund. GNSRX alternatives are available in the Mutual Fund Screener.